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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,117 | $84,236-85.6% | $170,435-92.9% | $70,126-82.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 23.11% | 23.06%0pp | 205.94%-182.8pp | 73.15%-50.0pp |
| Employer contribution / active EE | $525 | $3,387-84.5% | $5,432-90.3% | $2,343-77.6% |
| Participant deferral / active EE | $1,615 | $3,086-47.7% | $4,939-67.3% | $3,332-51.5% |
| Admin fee / account holder | $5,770 | $5,698+1.3% | $13,881-58.4% | $4,645+24.2% |